Market Cap
$2.2B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 4, 2026 | Truist Securities | REITERATE | Hold | 55% |
| Aug 4, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 4, 2026 | Baird | DOWNGRADE | Neutral | 54% |
| Jul 28, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Jul 1, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jun 24, 2026 | Raymond James | DOWNGRADE | Market Perform | 54% |
| May 29, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| May 27, 2026 | BTIG | REITERATE | Buy | 53% |
| May 5, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| May 5, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 4 | 7 | 1 | 0 | 50% | |
| Aug 1, 2026 | 5 | 4 | 6 | 1 | 0 | 56% | |
| Jul 1, 2026 | 5 | 4 | 6 | 1 | 0 | 56% | |
| Jun 1, 2026 | 5 | 5 | 5 | 1 | 0 | 63% | |
| May 1, 2026 | 5 | 5 | 5 | 1 | 0 | 63% | |
| Apr 1, 2026 | 5 | 5 | 4 | 1 | 0 | 67% | |
| Mar 1, 2026 | 5 | 5 | 4 | 2 | 0 | 63% | |
| Feb 1, 2026 | 5 | 5 | 4 | 2 | 0 | 63% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.49 | $1.44–$1.71 | 9.1% | +0.0% | 3↑ 5↓ | $1.2B | 11 |
| Next Q | $1.59 | $1.52–$1.77 | 1.9% | +0.0% | 3↑ 6↓ | $1.2B | 11 |
| Current FY | $6.23 | $6.05–$6.65 | 18.8% | +0.0% | 9↑ 1↓ | $5.0B | 12 |
| Next FY | $6.94 | $6.51–$7.76 | 11.4% | +0.0% | 9↑ 2↓ | $5.2B | 12 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.495 | — |
| 7d ago | $1.495 | — |
| 30d ago | $1.495 | — |
| 60d ago | $1.510 | -0.015 |
| 90d ago | $1.509 | -0.014 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| FMR LLC | 4,414,201 | $329.1M | 18.5% | — |
| BlackRock, Inc. | 2,544,621 | $189.7M | 10.7% | — |
| STATE STREET CORP | 1,752,272 | $130.6M | 7.3% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,602,609 | $119.5M | 6.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,261,123 | $94.0M | 5.3% | — |
| BANK OF AMERICA CORP /DE/ | 1,174,122 | $87.5M | 4.9% | DOUBLED +126.9% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 813,043 | $60.6M | 3.4% | DOUBLED +186.7% |
| VICTORY CAPITAL MANAGEMENT INC | 768,616 | $57.3M | 3.2% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 731,446 | $54.5M | 3.1% | — |
| Nuveen, LLC | 614,603 | $45.8M | 2.6% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | DOUBLED | 517,369 | 1,174,122 | +126.9% | $87.5M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | DOUBLED | 283,587 | 813,043 | +186.7% | $60.6M |
| D. E. Shaw & Co., Inc. | ADD | 323,299 | 582,484 | +80.2% | $43.4M |
| MORGAN STANLEY | ADD | 379,195 | 522,930 | +37.9% | $39.0M |
| Boston Partners | ADD | 314,456 | 446,823 | +42.1% | $33.3M |
| VAN ECK ASSOCIATES CORP | NEW | — | 441,391 | — | $32.9M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | TRIM | 486,480 | 240,495 | -50.6% | $17.9M |
| Fisher Asset Management, LLC | TRIM | 334,316 | 194,153 | -41.9% | $14.5M |
| Qube Research & Technologies Ltd | ADD | 122,764 | 185,367 | +51.0% | $13.8M |
| MARSHALL WACE, LLP | DOUBLED | 77,071 | 178,081 | +131.1% | $13.3M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 25, 2026 | PILLMORE ERIC M | Director | GIFT | 1,000 | — | — |
| Aug 14, 2026 | Nance Jeremy John | SVP and General Counsel | SELL | 3,500 | $82.01 | $287.0K |
| Aug 11, 2026 | Parker Melvin | Director | SELL | 5,000 | $81.41 | $407.1K |
| Jun 25, 2026 | WENSINGER JEREMY C | President and CEO | EXERCISE | 14,766 | — | — |
| Jun 25, 2026 | WENSINGER JEREMY C | President and CEO | TAX W/H | 6,660 | $74.56 | $496.5K |
| May 14, 2026 | PILLMORE ERIC M | Director | GIFT | 2,200 | — | — |
| May 8, 2026 | Yeshoalul Melon | SVP and CHRO | TAX W/H | 466 | $71.56 | $33.3K |
| May 8, 2026 | Yeshoalul Melon | SVP and CHRO | EXERCISE | 1,545 | — | — |
| May 7, 2026 | Theophilus Nicole B | Director | AWARD | 2,188 | — | — |
| May 7, 2026 | HOWELL MARY L | Director | EXERCISE | 4,487 | — | — |